>> lennar, i'm still long, you should be too. >> i'm never by myself holly frontier there >> long or short >> i pitched it. >> that'rit.s gh my mission is simple to take you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to hell you find it. "mad money" starts now i'm jim cramer welcome to cramerica call me at 1-800-747-cnbc or tweet me @jimcramer. the best companies don't just disrupt their competitors. they disrupt themselves. if you're not constantly

reinventing your business, you'll end up getting crushed by more forward thinking competitors. the problem is under any given day, including the s&p to 4.2%, this kind of disruption can be hard to explain. how do you tell investors you're not just trying to provide your company for the present but the future in a business world where people only care about the next quarter or next year, it can be very difficult to do. look what's happening with pepsico today, disrupting their own business and getting no credit that won't always be the case, but it can take a long time for this to pay off which is why making this kind of decision is so darn daunting this morning pepsico said it's buying soda stream for $3.2 billion.

they used to market it as a home soda machine i had one and it exploded. i had ginger ale all over the ceiling in the kitchen nasty. wife nothappy. a couple years ago danny burn bomb recognized that younger people had soured on soda. they soured on soda. soda stream rebranded itself as fizzy water, carbonation is carbonation. the machines don't care if they're maybing knockoff cola or pa per yea. i think it represents everything a company like pepsico isn't so let's check off the boxes millennials, they hate shopping in person. with soda stream, you don't have to go to the stores. the machines and canisters are easily available online.

google it. it pops right up when millennials look at a label, they always turn around, look what the ingredients are. when they look at a label, they don't want to see an endless list of unpronounceable list of ingredients. soda stream is water and co2 they despise plastic packaging, like pepsi bottles ever notice they carry the bottles around what's that about? when pepsico buys soda stream it's a hedge against the carbonated soft drinks i'd argue soda stream is really the answer as for the price tag, i think it's reasonable when you consider their dominance worldwide. they do six much times business in germany as they do here because germans take recycling very seriously

there's an issue here. how much can you really disrupt. when burn bomb came on power lunch a couple years ago he talked about why plastic bottled water is one of the biggest marketing scams in history [ boo ]. >> pepsico makes automatic feen nah and life water soda stream ran a three-minute ad on youtube where they recreated the walk of shame theme from "game "game of thron" this isn't like when june leaver shelled out a billion smackers to buy dollar shave club in 2016 they didn't want to require you to track down a salesperson at cvs where they hide the blades he attacks the competitors head on with michael dub bin,

character assassinating the competition. unilever wasn't trying to disrupt its own wears, but gillette soda stream doesn't have too much overlap as pepsico is not known for sparkling water aside from bubbly which has been selling like mad maybe that's why the deal went so quickly when i asked ceo why not they could have had it less than half the price a year ago, he said they wanted to approve the concept before they pull the trigger. we now have that proof the latest quarter was amazing, about the best in the consumer package goods space. pepsico did the right thing. short term it may hurt them. longer term, it's -- it pales in comparison to the $4 billion investment in canopy growth.

i'd say the blue-chip marijuana company, bringing their total investment to 38% of the company. they already own 10% of canopy last week they quadrupled the size of their investment investors apparently don't like the move, nor that the buyback is suspended i know ceo rob sands he's playing a gretzky game, trying to skate to where the puck is going, not to where it's been mary ahn nah is going mainstream it will soon be straight up legal in canada, not semi legal like california or colorado, where the state is okay with it but it's still a federal crime it could change how medicine is practiced. call your doctor and ask if weed is right for you, that's without even getting into the recreational side of things.

you know what happens when marijuana gets legalized people do tend to drink less alcohol. i think they're very much in competition. this is the future consolation already appears for all the total beverage growth in the category but they know in the not too distant future we might be looking at the end of prohibition cannabis style how can consolation bet against this taking off? yes, canopy is all that. sands had to disrupt his own company. cannabis stock, it jumped another 11% today. time for some of that love to go their way as that stock fell another dollar and is now about $33 off its high disrupting your own business is never easy i remember when adobe switched to a software as a service model. it cratered the stock. now adobe is a huge subscription

business that made its investors a fortune. i've seen clorox take a risk i think it's going to pay off. amazon might turn their old-fashioned drugstore business upside down and destroy the margins. there's walmart and nordstrom, billions in digital over the course of years, and there was no instant payoff. suddenly it all works. more on both of them later on the other hand, sears and jc penney, they've been left in the dust bottom line, regardless of trade wars and tariffs, two issues the president made clear this very afternoon aren't done by waged by any means, we need to celebrate these companies that are willing to put their present business at risk in order to own the future of course,pepsico will say, please, jim, it's only at three, not a risk it's conceptual.

it's etherial and existential risk if companies like pepsico and constellation didn't make these gutsy moves, their competitors would. somebody is going to disrupt these industries it might as well be you. dan in florida, dan. >> caller: boo-yah, first-time caller. >> nice. what's going on. >> caller: i'm looking at kdp, couric dr pepper, they merged earlier in the year. a dr pepper dividend with the curing share price at 9.6% when do you think dividend will be fully updated is this a good investment? >> i have to call bob, the fabulous ceo we'll get gam gort on. let's get bob on and explain the vision evan in new york, evan >> caller: jim, good morning,

good afternoon, good evening >> thank you >> caller: i've got a question about symbol golv. you had a chartist on a couple weeks ago with a very promising chart on gold for a possible upside i've seen it come down further and further. we've got geopolitical tensions, currency crises, trade wars. we've got high debt levels all around the world bitcoin collapsing, the dollar is up, the fed is dovish or hawkish. gold down in every situation now i find that turkey is selling their gold reserves to raise capital secondary to their currency crisis. now, if the countries around the world are going to sell their gold during economic distress to raise capital, then doesn't this completely contradict owning gold for any economic crisis i submit to you, jim, is gold just an old school useless

protection play whose time has come and is now gone >> no. not enough gold is being discovered to feel that way. i think we have to take a moment it is a great hedge. i've been watching ran gold stock go down, yielding 3% it's been very disheartening to see it go down we're at the bottom of the gold market let's see what happens this market likes lululemon, doesn't like gold. the great ones disrupt their own. that's why it's time to celebrate the disrupt terse. from the spoils of the california gold run of 1901, nordstrom closing more than 300 stores after a name you like makes a big move higher, should you hold on and hope for future gains i'm using walmart as a case study. could a cloud prince be waiting

in the wings i'll reveal the name of a play that could be the next in line for the throne so stick with cramer >> don't miss a second of "mad money. follow @jimcramer on twitter have a question, tweet cramer, #madtweets send an e-mail to cnbc.com or call us at 1-800-743-cnbc. >> a read on retail and the consumer, first reads on kohl's and tj maxx. "squawk box" tomorrow on cnbc. 5. experience amazing at your lexus dealer.

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obviously not you. ooh that guy... cast your votes during every live show. just say "vote for agt" into the x1 voice remote. last week was full of miraculous retail resurrections. it was the incredible blowout for walmart just on thursday and then friday we saw nordstrom rise from the grave like lazarus. here is a high-end department store chain that a lot of people lost faith in. i started recommending nordstrom at the end of february, the stock was too cheap to ignore. we started buying it for my childhood trust. i have to admit i'm feeling

pretty good now with the stock surging from 52 thursday to 61.5 today. nordstrom is a textbook example of why it pays to be patient and believe in a story the trick is knowing which companies to put your faith in for the record, i told you, for instance, keep face with jeff gwinnett, the ceo of macy's after the stock got hammered even if they reported a fantastic quarter. he just gets it. nordstrom is a fancy department store and a great brand, 373 locations. however, stock has been kind of a dog for ages nordstrom seemed to be losing ground to online competition management had plans to turn things around but felt like they found a way to botch them up quarter after quarter after quarter.

earlier this year, taking the company with pride to $50 a share. in march it was regarded as a disappointing quarter. it quickly rebounded that same day and closed up a couple bucks. that's when i called for the bottom in nordstrom. the nordstrom family put in a floor at $50 per share that's not the only reason i recommended. nordstrom has spent years making major investments expanding their online presence. this year management started dialing these investments back which i thought would give the earnings a nice boost. remember, they're spending, spending, spending you figure it will pay off while it did pay off last week, nordstrom has not been an easy name to own. the darn thing spent most of march, april and may trading

below the $50 floor. when nordstrom reported in may, the numbers were not -- despite the fact the company gave a minimal top and bottom line. the stock got taken to the woodshed or wood chipper why? nordstrom only delivered .6% same store sales growth. that's barely anything the adolphs were looking for 1.1% even if once hot nordstrom rack seemed to be slowing i love my rack i didn't see it coming the stock sank to $45 the next day. i just recommended this thing at 51 bucks needless to say, that didn't final great. remember what i said i said i recommended it. i was looking good, then i looked really bad. this is precisely the moment you need to stick to your guns

that's exactly what we did to be fair, even though the stock was getting punished, this was not a tough call nordstrom family with the largest investors, the three brothers run the business. they haven't always been the best executive they didn't just fall off a turnip truck if the stock sank to 40 bucks, the board might agree to sell it for 50 bucks at 45, it seemed like a steal to me, even as it was so painful that day i remember it was a friday i was going to give a commencement speech the next day. it ruined my whole prep day. ruined it. i got on the pennsylvania turnpike -- sure enough, it didn't take long for the stock to rebound from its earnings, climbing back to the low 50s by early june last friday the nordstrom brothers finally got it. they managed to get it right what they did, they declared a true blowout, an 11 cent erngs beat off an 84 cent basis.

up 7% year over year norm strom gave a headline beat last time around and nobody cared. they yawned. what got investors excited was the same store sales, up 4% when they announced only .84% the strongest same store sales growth in 2 1/2 years. all these new forecasts were above wall street's consensus estimates. for example, a company is predicting 1.5 to 2%, now .8%. it's not just that nordstrom generated great results. it's how they did it digital business hitting its stride up 23% year over the year where e-commerce represents noerly a third of their sales during the quarter they had hugely successful promotional events like the anniversary sale where the online business really

shined nordstrom rack is back blake nordstrom, the oldest brother says he expects rack to carry and build on its momentum which is what we wanted to hear. historically nordstrom never had any real exposure to new york city earlier this year they opened a smaller men's store in manhattan which is doing very well they're launching a full size flagship store in a little over a year my take, i think this is from scratch. the company spent a fortune to upgrade everything that was the right call. when you drill down, the real driver is the e-commerce platform nordstrom's store traffic has been pretty consistent over the last several years the growth is coming from the web where the company is getting more and more transactions as they left their price target and actual rating unchanged. let me read you a snippet. into the back half we see multiple potential catalysts that fuel upside to eps

expectations webcast has a neutral rating with a $55 price target. guys, get with the beat. i think we've going to see a rerating replete with price target blues as the analysts struggle to play catchup wall street is too bearish on the stock. get this only five terms ready to buy, 17 holds, two sells it's not like this thing is expensive. even if it sells at 16 times next year's, it's one of the cheapest retailers i'd follow. bottom line, after the big breakout last week, nordstrom isn't getting enough respect from the analyst community for disrupting itself, given that the brick and mortar stores were known for their legendary service. they wanted you no the store they're going to upgrade this thing even if they need to be dragged kicking and screaming

into recommending nordstrom. get ready for notes about proprietary channel checks nordstrom is finally headed in the right direction and i think last week's run was only the beginning. >> all aboard. >> jimmy in new jersey, jimmy! >> caller: jim, it's jimmy from jersey got a question about stitch fix. been following this since it ipo'd. was presidents moving until oprah got involved >> i want you to stay in this thing. christina lake is doing a remarkable job i'm recommending right now i think katrina should come on the show she's incredible good. i like personal shopping platform it's been a wehner for anybody who has done it. nordstrom has risen, truly, it is risen i believe the stock is more upside with analysts playing catchup. get ready for another gradual leg up walmart's every day low prices

have consumers lining up is there still time to put this mega retailer in your shopping cart then it's cloud play, up over 100% in the past year. i'll reveal the name when i sit down with the ceo. i have a list of sleeper stocks making a comeback. you're in the going to want to miss this. stick with cramer! half-time report weekdays at noon eastern on cnbc. >> there's an element of danger in almost every trade we do. >> gripping, daring, hard hitting. >> i like punching people in the face. >> and just plain nuts >> showing his treegt pretty good. >> from power line workers to storm chasers, meet the people who make a living defying death. why do they do it and is it really worth paycheck? >> we do this because we truly love what we do. >> "dangerous jobs" every thursday on "power lunch," 1:00 p.m. eastern on cnbc

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let's talk about a high quality problem. what you do when a stock you love catches fire. what do we do with, say, walmart, a stock that surged nearly 10% last thursday after the company reported a completely blowout quarter i'll tell you the answer walmart is not finished. i'm saying right here, not now

you don't want any one stock to become too large a part of your portfolio. if you don't. >> reporter: own some, i'll show you why i don't think it's too late to buy. allow me to explain. the reason with walmart is the culmination of a multiyear termination plan executed by the ceo. he laid out and agenda what happens people take it and say huh-uh. mcmillen said the chain needed to spend a lot more money to build out its web presence and better compensate its workers. uh-oh, spend money we know how much we hate that, right? he insisted these moves would pay off on the long haul, but the stock got hammered because investors hate it when mature companies go on a spending spree to disrupt their own business. he had to spend a fortune. he had to disrupt. sure enough mcmillen was right numbers picked up draw mat dli that's how they ended up

rallying 43% in 2017 you see that move? closing the end of the year at 98 and change. it now sits at $2.00 from those levels the rally has allowed the stock to make up some of the ground it lost during the big february selloff. what happened? after surging 110 in january in the wake of the marketwide meltdown they reported a not-so-hot quarter in february it spooked everyone. not only did the company miss wall street's earnings forecast, the crucial e-commerce business, it saw a shocking and completely inexplicable, frankly, huge decline in its acceleration. mcmillen pointed out the growth will pick up again by that point, investors, they just threw it out. the 2% dividend boost was

smaller than expected. people were done with the bentonville giant. since then the slowly escalating trade war with china has freaked people out even this afternoon when president trump says it's going to be a long siege, don't get your hopes up. walmart is getting 10% of its sales from china even when they shelled out $16 billion for the e-commerce platform in mark, nobody cared it's like, please, please stop it already a few weeks later walmart reported again they left their guidance unchanged. based on walmart's shareholder base needed hand holding and didn't get it which caused the stock to get slammed again since the may pullback the stock has gradually been trending higher as people realize it had gotten too lated throughout all this i have to tell you i know it's probably made me look stupid for a while,

but i have been a staunch supporter of what has been going on in benton ville i am a defender of walmart, insisting over and over again that mcmillen's turnaround is worth betting on not only did they report a solid top of the line beat, some key metrics look good. that was a stunning figure driven by walmart and the sam's club discount warehouse business i've pretty much given up on those guys when you look at the walmart chain in the u.s., best sales growth in more than a decade thanks to groceries, apparel and seasonal items sam's club had its best quarter in six years i think that was due to the decision to bet the workers better wages shoppers like seeing the same faces. they like it when they get help from employees who actually know the layout of these stores i was in one in louisiana,

literally five years ago people couldn't tell me where anything was i went back to the exact same one about three weeks ago, maybe five weeks ago the people who helped me, they knew exactly where to take me. the store was spotless walmart's e-commerce business, the other pillar of the turnaround is reaccelerating that's up 40%. in other words, this is what freaked people out was the online the time mcmillen told us the numbers would pick up again, nobody believed him except for us he lived up to his word. i've said it before, i'm going to say it again. walmart is probably the only retailer to truly challenge amazon online. they turned their 11,700 stores into an asset with a buy online, pick up in store, bopus program. i wish they didn't call it

bopus. as far as i'm concerned, the best way to buy groceries. best of all they raised the four-year guidance, raised across nearly every item that was there. it doesn't include the boost from the flipkart acquisition. just this past weekend, barrons ran this piece, time to sell walmart. they trashed the e-commerce and flipkart business and questioned the kpeep's ability to earn $5.00 per share next year. i thinkthey fundamentally underestimated what they were trying to achieve. the stock is trading at just -- i put that just because the growth is pretty amazing, 19.6 times next year's earnings estimates. that means a similar evaluation for home depot why does costco get a higher move a faster long-term growth rate,

12% versus 6% for walmart. it, too, will start to get a higher price to earnings mobile. that's what's happened the online investments are paying off flipkart will give a major international boos: same store sales are looking better, especially at sam's. in the meantime, the company has got roughly $17 billion in the buyback authorization. it can grow the earnings how much should we be willing to pay for walmart, this is solving for the multiple it deserves a multiple somewhere between the be loved costco and home depot which is incredibly well run but investors have gotten skeptical about the business because housing is so hated here and somehow home depot has gotten more of the home and less depot. let's split the difference and say walmart might deserve the trade at 24 times earnings

we're trying to remember, it's like feeling the different weights, to decide where things should be. next year's earnings, though, that means that this stock should trade at $120, taking out that high and calling still higher two weeks ago, kim collins, one of our favorite technicians, he pounded the table on walmart saying the stock was ready to work he nailed it i like to go back to the people who get it right what does he say now he believes the easy money has been made but believes walmart will continue to churn higher. the end of september he expects it to challenge the highs from earlier this year. seeing walmart going to 115 in the next six months, although it might fall to 87.50. walmart has gained nearly 15%, a huge move from a nearly $289 billion retailer given the fundamentals and what

we see in the chart, i think this $96 stock can go from 115 to 120 meaning walmart stock, it is still a buy. let's go to josh in florida. josh >> caller: boo-yah, jim! >> spirited boo-yah. what's up? >> caller: my wife tina and i purchased 100 shares of jd.com after google invested $550 million in the stock i would like your opinion on buying more while low and the overall future for jd.com in regards to the tariffs that trump put on china >> you mentioned the ladder is why i'm not recommending any chinese stock right now. it's too volatile. i will not recommend a stock that can be destroyed by a tweet. that's too hard. i've got enough issues not going to do it walmart stock has had an excellent run. i think it's just the beginning. it's not too late to buy my exclusive under the radar

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in recent years there's been an explosion in what you can actually do with technology. all kinds of companies are harnessing the power of the cloud, big data, analytics tools. how the heck do you manage this stuff? if you run a corporate technology department, odds are your job has gotten bigger than it was a decade ago, which brings us to one of the best performing cloud companies aptio sells cloud based technology business management software it helps chi it analyzing techn financial data allowing i.t. executives to make better decisions, easier to communicate the value. apptio stock is up more than 50%. company doing incredibly well.

a great quarter less than three weeks ago. the co-founder and ceo of apptio so exciting you're on. we wanted you on after a terrific quarter what i'm hoping is we're talking about disruption tonight you can tell us how disruptive and positive, including return on investment, your company is for the enterprise. >> jim, first of all, thank you for having me today. big fan of the show. thanks for being such a supporter of the apptio story. >> i'm supportive of companies that make money for other companies. >> both of us are in the same business you provide viewers with investment advice. i help cios manage technology investments and help them make better data transfer decisions. >> you're a very transparent company. there's a fantastic that says investment cost center from cost

center to -- you're talking about bringing your company in and helping the bottom line. >> we're living in a digital world. every company is a technology company. technology is pouring every major business process in the enterprise apptio pioneered a new category to provide transparency into technology spending and manage transformation to the cloud. just like vp of sales has salesforce, vp of hr has work bed, we have apptio. we're in the very early earnings of this technology >> you've won some big logos, also some government logos give us an example of someone who brings in apptio and the results if they do. >> if you look at the customer

base, our genesis was serving some of the largest customers, master card, cisco, jpmorgan chase. we're serving of companies as all companies, as small as $5 million in technology expense and up to $10 billion in technology ex-tense. let's look at a large company like cisco, for example. >> you know we like cisco doing a great job. always need help though. >> our journey with them started six, seven years ago they took billions of dollars spent on technology and put that to a platform to get granular transparency, what are they spending on data centers, what work loads to migrate to the cloud, how to do budgeting, forecasting better general generally, as customers, we find they're able to optimize 3% to

5% of their spend and move that to new innovation to end up creating more share shoulder value. >> also not just public corporations i think what you're doing for the va is signature of apptio. >> i'm excited by the u.s. federal government opportunity there's $90 billion spent on u.s. federal government. if you talk to folks they say $200 billion t. majority of that spend is spent on spreadsheets, if you believe that. we've been partnering with the white house to create a standard cost model, the white house has mandated that agencies report federal cost spending on the cost model we helped co-author we recently won va we have close to a couple dozen customers. that's one of the largest agencies, close to $4 billion-plus spend we plan on delivering great

accountability into the spend so they can shift hundreds of millions of dollars into modernization efforts like the cloud. >> you have a close relationship with continental we are very found of vm wear you have a product they used to own. you have a terrific partnership, don't you? >> we're really talking about digital vul. vm owned the company for digital fuel it was probably our latest competitor, market position was very strong. vm wear divested that business we saw an incredible opportunity to acquire that business, high quality inn stall base as you would expect that acquisition six months in has gone extremely well and they continue to be a great partner especially as the world moves to hybrid, i.t. computing we're the business decision engine for the cloud. >> i can tell you, they think very highly of you which therefore means i think very highly of you. that's sunny gup that, ceo of

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>> it is time. it is time for the lightning round. you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over are you ready, skee-daddy? that, ladies and gentlemen, is the conclusion of the lightning >> adam. >> calling you from illinois with the obligatory boo-yah. maybe it's a boo hoo an existential question. when does courage of convictions become irrational ob stay nas see. it fell off the cliff at 47.8 or something like that. do i show the courage of my convictions -- >> yes, yes. they are doing a little rationalization of the numbers those of us that have a lot of fol loers. i saw my followers drop by 30,000 at the same time the company did not really necessarily put out a

very good message. it's now down so much that i think buy, buy, buy. pamela in new york. >> caller: skee-daddy. how are you doing? >> well. how are you. >> caller: it was a pleasure meeting you last week end. i'm one of the lead singers in the band code blue, iat the pary you attended >> pam, you came up. i introduced to you to my wife i thank you for single you with a great singer. >> caller: thank you for being appreciative i hope you can advice your new york people, if they want to invest in a great party, they can hire my band >> she's a hustler, i like it. >> caller: dominion is up over 3% in the last three months and has a 4.5 yield. still 82% off the high -- >> which is why i think they're

still a buy. thank you for that kind shout out. i was cutting it up, maybe a little too much. richard in new jersey. >> caller: jim, how are you? thanks for all you do for all of us. >> you're very kind, thank you >> caller: i've owned caterpillar for quite a few months because of the tariffs, what do i do hold it? sell it? >> that's why i've been recommending united rentals. all the heavy equipment exposure, but it's domestic. i think you need that. holy cow, a tweet destroys you we had a late day tweet today, i think that will cause pressure tomorrow that leads to the conclusion of the lightning round! >> announcer: the lightning round is sponsored by td ameritrade help you with that.jj can jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you

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♪ the last few weeks we've heard of astonishing comeback, given you a whole new reason to respect this market. so many that had been written off, so many stocks that had been losers have managed to snatch victory from the jaws of defeat let's tick them down there's one thing most of these stories have in common, high yielders that can thrive in an environment where people think the trades are going lower incredible news from kimberly clark. they put through price increases on some of the most popular

brands, hug geese, cotton el investors were skeptical about their ability to get away with it proctor's stock went up a bit on a bad quarter, a classic tell that business might be turning around which in this case meant people believed the higher prices would stick kimberly clark said the increases would be mid to high, that means they won't start a ruinous price war to with proctor. the stock never recovered from the big first quarter sellout. if you want to know the true power of this move, look at the stock of kellogg on say a nothing. these rallies are a signal that interest rates are headed loer, high yield bond market equivalent stocks that can only rally like this if investors aren't worried about rising interest rates

2.93, they were so petrified kim are berly clark is raising prices to offset kmot commodity into nation. wait a second, they put through their price hikes just as commodity costs have started to fall down precipitously. you know what happens then it should translate into sweet margin expansion next comeback stocks playing dead but not staying dead, well, how about this one simon property group that's the huge shopping center, real estate investment trust did you know jc penney has locations in 67 out of 107 simons malls here is a stock pennies from the 52-week high i find that astounding even as it's an anchor property in more than half of the simons malls, the stock keeps climbing

i think part of it stems from the belief that simon will do just fine without jc penney taking up space and not bringing new people into the mall then there's ventas, the real estate investment trust. no matter how many times the ceo will come on the show and tell a great story, no one seemed to care for years the stock was a punching bag everyone was worried about overbuilding and senior housing. that's ventas' bread and butter. she explained it would sell correct, because of the aging of my fellow baby boomers is creating more demand finally that is playing out. by the way, initially the state -- at the time the stock gave 6.4% yield. that wasn't enough to entice the bulls. now the buyers can't get enough even as ventas supports a 5.3%

yield. what happened? nothing with ventas. investors changed the mind their mind even if they gave you good news, nobody cared in this benevolent market with long-term interest rates heading lower, these well-run dividend pairs can finally make a comeback stick with cramer. and at expedia, we don't think you should be rushed into booking one. that's why we created expedia's add-on advantage. now after booking your flight, you unlock discounts on select hotels right until the day you leave. ♪ add-on advantage. discounted hotel rates when you add on to your trip. only when you book with expedia.

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professionally managed portfolios customized to help meet your financial goals. you'll know what you're invested in and how it's performing. so you can spend more time floating about on your inflatable swan. [ding] tonight on an all new american agreed, a perfect fraud. go inside an $80 million art scam where the rich get ripped off shelling out millions for painters by american masters that are all fake. what's on your wall? do not miss it nord strom and walmart, we all think both those can go higher and they're not done yet there's always a bull market somewhere and i promise to find it for you right here at "mad money. i'm jim cramer see you tomorrow ffarone: it wase "ocean's eleven,"

just without brad pitt, george clooney, and matt damon. narrator: a brazen band of burglars with an arsenal to match. whelan: they used crowbars. they used hydraulic lifts, acetylene torches. i turn this on right now, your cellphones aren't gonna work. narrator: and the loot is piling up. everything was gone. everything was gone. narrator: $150,000 here, $1.9 million there. whelan: they took 45,000 pairs of high-end sunglasses valued at in excess of $3 million. narrator: and even the most seasoned detectives